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KFP

Keener Financial Planning Portfolio holdings

AUM $238M
1-Year Est. Return 20.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$216M
AUM Growth
+$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Buys

1
+$945K
2
+$688K
3
+$677K
4
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$578K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$357K

Top Sells

1
+$740K
2
+$484K
3
+$473K
4
AVGO icon
Broadcom
AVGO
+$202K
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$173K

Sector Composition

1 Technology 2.82%
2 Financials 0.77%
3 Healthcare 0.58%
4 Communication Services 0.41%
5 Industrials 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$2K ﹤0.01%
100
202
$1K ﹤0.01%
100
203
$1K ﹤0.01%
72
204
$1K ﹤0.01%
46
205
$1K ﹤0.01%
34
206
$1K ﹤0.01%
+20
207
$1K ﹤0.01%
45
208
– –
-500
209
– –
-1,162
210
$0 ﹤0.01%
4
211
$0 ﹤0.01%
+8
212
$0 ﹤0.01%
+14
213
– –
-555
214
$0 ﹤0.01%
+17
215
– –
-28,915
216
$0 ﹤0.01%
58
217
– –
-170
218
– –
-339
219
$0 ﹤0.01%
+1
220
$0 ﹤0.01%
1
221
$0 ﹤0.01%
32
222
$0 ﹤0.01%
+11
223
$0 ﹤0.01%
17
224
$0 ﹤0.01%
40
225
– –
-1,233
6 7 8
9
10